Peachtree Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-19,472
| Closed | -$1.02M | – | 184 |
|
|
2015
Q2 | $1.02M | Buy |
19,472
+80
| +0.4% | +$4.17K | 0.76% | 40 |
|
|
2015
Q1 | $1.02M | Buy |
19,392
+100
| +0.5% | +$5.24K | 0.73% | 39 |
|
|
2014
Q4 | $999K | Buy |
19,292
+82
| +0.4% | +$4.25K | 0.67% | 38 |
|
|
2014
Q3 | $952K | Buy |
19,210
+74
| +0.4% | +$3.67K | 0.64% | 42 |
|
|
2014
Q2 | $948K | Buy |
19,136
+76
| +0.4% | +$3.77K | 0.63% | 42 |
|
|
2014
Q1 | $904K | Hold |
19,060
| – | – | 0.62% | 45 |
|
|
2013
Q4 | $890K | Buy |
+19,060
| New | +$890K | 0.61% | 44 |
|